Endeavour Private Wealth

Endeavour Private Wealth

Financial Services

Houston, Texas 136 followers

Accountability. Independence. Innovation. Transparency. Integrity.

About us

Welcome to Endeavour Private Wealth, an independent wealth advisory firm providing comprehensive wealth management and financial advise to a select group of business owners and executives, high-net-worth families, and professionals across the country. We are an exclusive boutique advisory firm that provides long term Goals-Based Planning, Organization & Administration, customized Wealth Advisory, and Financial Strategies with the utmost integrity, transparency, and commitment to the fiduciary standard.

Website
www.endeavourpw.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Houston, Texas
Type
Partnership
Founded
2023
Specialties
Private Wealth, Investment Management, Tax Planning, Estate Planning, Succession Planning, Risk Management, and Business Planning

Locations

Employees at Endeavour Private Wealth

Updates

  • 🌟 Exciting Highlights from the Recent DC Conference! 🌟 Last week we returned from an incredible conference in Washington, DC, filled with invaluable insights and networking opportunities. The event featured presentations by peer advisors, engaging general sessions led by senior leadership and guest speakers, and inspiring keynote presentations. Informative and cutting-edge breakout sessions covered a range of topics including product, technology, financial planning, wealth management, practice management, and special interest areas. One of the highlights was attending a political action committee happy hour, where we discussed crucial regulations impacting our industry. It was a fantastic opportunity to engage in meaningful conversations and advocate for positive change. The experience was topped off with a memorable moment on the speaker balcony with a stunning view. It was truly an unforgettable experience in the heart of our nation's capital. #WealthManagement #Networking #WashingtonDC

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    136 followers

    🔥🍖 Exciting News! 🔥🍖 We're elated to share our participation as a sponsor for Over the Hill Gang at the 50th Annual Rodeo Houston World’s Championship Bar-B-Que Contest at NRG Park, coming up February 22-24! Join us in cheering for the Over the Hill Gang cook-off team, as they showcase their barbecue mastery among more than 250 passionate teams. As we look forward to a fantastic week filled with exquisite food, captivating live music, and memorable moments, we're especially excited about the opportunity to spend quality time with our friends and clients. It's not just about the competition; it's about the community, connections, and shared experiences that make events like these truly remarkable. Learn more about the three-day contest here: https://lnkd.in/gFYGSd_e #RodeoHouston #50thAnnualBBQ #BarbecueContest #OverTheHillGang #Barbecue #LiveMusic #Carnival #Celebration

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  • We're excited to share that Neal Patel, was representing us at the prestigious Yankee Dental Congress 2024 in Boston! This event is not just a hub for dental innovation but a melting pot of ideas and strategies crucial for multi-practice dental owners. Attending such a leading dental conference allows us to deepen our understanding of the dental industry's dynamics, ensuring that we continue to provide top-tier financial strategies and insights tailored to the unique needs of dental entrepreneurs. Expect some exciting insights as we explore ways to enhance wealth management solutions for the dental sector. Stay connected for updates! #YankeeDental2024 #WealthManagement #DentalEntrepreneurship #EndeavourPrivateWealth #Boston

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  • 🎉 Celebrating a Year of Success! 🎉 As we bid farewell to 2023, we can't help but reflect on the incredible journey we've had. It's been a year filled with growth, achievements, and cherished moments. We owe a huge THANK YOU to our amazing clients and our parent company, Strategic Financial Group, for making it all possible! 🤝 To our clients: Your trust and partnership mean the world to us. It's your financial goals that inspire us every day, and we're grateful for the opportunity to be part of your wealth management journey. Here's to more milestones in 2024! 🏢 To SFG: A special thank you for not just hosting an incredible evening but for your unwavering support throughout the year. Your guidance is a beacon that continually leads us to new heights. Our celebration at the end-of-year party was a testament to the fantastic team we have here at Endeavour Private Wealth. We couldn't have asked for a better group to work alongside. Thank you for being an integral part of our journey. Cheers to a prosperous 2024! 🥂 #YearInReview #Gratitude #2023Celebration

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  • Last night, one of our partners, Kip Haines had the privilege of attending the Elijah Rising Gala, an event dedicated to raising awareness and providing direct care for survivors of sex trafficking in our community. It was a powerful evening filled with purpose and hope. Endeavour Private Wealth is proud to support organizations like Elijah Rising that are making a real impact in our community. Their mission to combat sex trafficking and empower survivors is both inspiring and vital. We want to extend our gratitude to the Elijah Rising team for their tireless dedication to this cause. Together, we can work towards a future free from exploitation. #ElijahRising #CommunitySupport #EndSexTrafficking

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    136 followers

    🦷 Attention Dental Practice Owners! 🦷 Are you tired of watching your hard-earned money disappear into the abyss of taxes? It's time for a change! 🚀 Join us for a groundbreaking Dental Tax Webinar on the Friendly PC (Professional Corporation) strategy – your key to slashing your tax bracket from 37% to a jaw-dropping 21%! 💰 📅 Save the Date: October 18th 🕒 Time: 6:00 pm CDT 💼 Hosted by: Endeavour Private Wealth In this exclusive webinar, you'll learn: 🔑 The Friendly PC Advantage: Gain a deep understanding of how this strategy can revolutionize your practice's financial outlook. 💰 Tax Savings Hacks: Uncover legal tactics to maximize your earnings and minimize your tax liability. 🎯 Strategic Insights: Get a peek into the strategies used by successful dental practice owners who've unlocked financial freedom. 💬 Q&A Session: Get your burning tax-related questions answered by industry experts. Don't miss out on this opportunity to gain a competitive edge and secure your practice's financial future. Whether you're a solo practitioner or part of a group practice, this webinar is tailored to help you thrive in today's complex tax landscape. 🔗 https://bit.ly/48uxfTF Share this post with your fellow dental practice owners who could also benefit from this valuable tax-saving knowledge. Let's maximize your practice's potential together! See you there! 🚀 #DentalTaxWebinar #MSOStrategy #TaxSavings #DentalPracticeManagement

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